Project Analyst

Job Title

Project Analyst

Job Description Summary

The Project Analyst is a support role for our Real Estate Accounting Operations and Compliance team. The successful candidate will play a crucial role in reconciling financial data, managing purchase orders, and assisting in the overall budget management for various projects/programs within the organization. This position involves close collaboration with program and project owners as well as finance and procurement.

Job Description

POSITION REQUIRED RESPONSIBILITIES

Reconciliation of Project/Program Spend:

• Conduct regular reconciliations of project and program spend to ensure accuracy and compliance with established policies procedures.
• Identify and rectify discrepancies in financial records, providing timely resolution.

Purchase Order Management:

• Collaborate with workplace services partners, project managers, and procurement teams to create and manage purchase orders and change orders.
• Track and verify purchase orders against budget allocations, ensuring alignment with outlined spend categories.

Budget Management:

• Assist in the development and monitoring of project and program budgets, working closely with workplace services partners, project managers, finance team and program owners.
• Provide regular updates on budget status, highlighting any variances, and proposing corrective actions as needed.

Financial Reporting:

• Prepare and generate financial reports related to project and program expenditures and budget performance.
• Contribute to the analysis of financial data to support decision-making processes.

Documentation and Compliance:

• Maintain accurate and organized financial documentation for audit and compliance purposes.
• Ensure adherence to accounting standards, policies, and procedures.
• Validate quarterly fixed asset reports.
• Assist in the development/enhancement of Standard Operating Procedures (SOP s) around project and program reporting and reconciliations
• Secure appropriate approvals for invoices in accordance with clients policy

Collaboration:

• Work closely with cross-functional teams, including project managers, workplace services partners, procurement, finance colleagues, and program owners, to gather relevant financial information and facilitate seamless communication.

SKILLS/QUALITIES REQUIRED FOR POSITION:

• Strong analytical and problem-solving skills.
• Ability and efficiency to focus on achieving thoroughness and accuracy when accomplishing tasks, no matter how small or large.
• Excellent organizational abilities
• Proficient in accounting-related software (Oracle, Coupa preferred).
• High proficiency in Microsoft Excel/Word, Google Suites and other software applications
• Effective communication and interpersonal skills.
• Proactive and self-motivated.
• Ability to work both independently and as part of a team.
• Strong commitment to maintaining confidentiality.
• Eagerness to learn and grow within the role.

MINIMUM EDUCATION EXPERIENCE

• Knowledge of basic accounting principles.
• Familiarity with project management concepts.
• Previous experience with financial reconciliation and budget tracking is a plus.
• Bachelors degree in Accounting, Finance, or a related field.

3-5 years experience in a Finance and/or Accounting-related role

INCO: Cushman Wakefield